Northwest Financial Advisors’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-320	Closed	-$22.4K	–	480
2024 Q3	$22.4K	Buy	+320	New	+$22.4K	0.02%	309
2024 Q1	–	Sell	-317	Closed	-$18.5K	–	464
2023 Q4	$18.5K	Buy	+317	New	+$18.5K	0.02%	313